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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,674 | $49,280-41.8% | $67,313-57.4% | $64,173-55.3% |
| Participation rate | 38.9% | 60.8%-21.9pp | 69.1%-30.2pp | 69.6%-30.7pp |
| Annual return | -8.68% | -1.39%-7.3pp | -4.08%-4.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,337 | $2,484-46.2% | $3,568-62.5% | $3,470-61.5% |
| Admin fee / account holder | $1,126 | $3,863-70.8% | $4,507-75.0% | $4,887-77.0% |